GST Advice, Assistance and ATO Representations Direct to Clients
I advise clients in relation to what might be, or might only appear to be, difficult and complex GST issues, including dealing with the ATO on your behalf where appropriate. I’ll stand between you and the ATO and keep you safe so you can sleep at night
Do you have an existing Tax Agent, or are dealing with a lawyer, barrister, insolvency practitioner or other advisor? I can work together with them, or challenge them if appropriate, to ensure that all GST matters are efficiently and effectively dealt with to completion in your best interests. I am Independent
GST matters can sometimes be resolved fully and promptly in just one consultation. Consider a one hour fixed fee Zoom consultation below. It might be all you need to get that bothersome GST off your back
You do not need to appoint me as your Tax Agent, even though I am a Registered Tax Agen
Support to other Professional Advisors
work with accountants, lawyers, barristers, insolvency practitioners and other professional advisors in relation to their clients’ GST matters.
Sometimes together with the client. Sometimes they prefer to seek advice themselves and their clients need not know.
This provides specialist GST support to you and your team when required. Similar to having your own GST expert on tap.
Engagements are always confidential and, in some cases, the client is not disclosed by their advisor
Support includes:
Jointly providing advice, assistance and support to your clients
I will not take on compliance nor become their Tax Agent- I wish to support you and your client relationship
Second opinions
Technical reviews
Reviewing and settling your draft advice to clients
Reviewing submissions to the ATO before they go in, and monitor the ATO progress with you
GST audits - preparation, management and resolution
One Hour Consultation
A fixed one hour Zoom consultation is available for $900 plus $90 GST. That is sometimes all that is needed for me to guide you to the next steps to tak Many issues are resolved within this session. No ongoing commitment required. If further assistance is required, you choose how to proceed
Training and Seminars
Management and resolution of GST reviews, audits and queries
Lodging ATO objections and appeals against Assessments and/or Decisions
Voluntary disclosures and amending past returns
Penalty remission and interest negotiation
Private Binding Rulings – first deddciding if its in your best interests in seeking one., Then drafting, lodging and follow up negotiation
ATO correspondence – drafting and managing responses
Dispute strategy and ATO negotiation
Litigation support for legal counsel
I can stand between you and the ATO and keep you safe (and sleep at night)
Margin Scheme - structuring, eligibility and calculation
Residential premises vs commercial residential premises
Going concern and farmland transactions- before and after settlement
New residential premises and the 5 year rule
Subdivisions, strata title, easements and mixed-use developments
Strata title owners and Body/Owner Corporations
Property joint ventures and partnerships
Off-the-plan sales - timing and GST treatment
NDIS and Specialist Disability Accommodation
Long term and staged developments – the consequences
Forfeted deposits and retained deposits
Captial for income tax vs for GST purposes
Security Deposits and Installments
Subdividing off your family residence
Combing forces with your neighbour
Retirement Villages- private or endorsed charities
Sales of early stage part development to long existing RVs
Non-resident GST obligations and Australian GST registration
Cross-border services and digital supplies: inbound and outbound
What are the deeming rules
Imported services and reverse charge rules for making financial supplies
GST on low-value imported goods
GST treaty and treaty-GST on intangible supplied by non-residents to Australian Consumers arrangements
International transactions – structuring and compliance
Tourist Refund Scheme
GST refunds for non-resident foreign entities
Re-imported goods
Permission to import without paying GST to the ABF (Customs)
GST in mergers, acquisitions and business sales
Post acquisition strategies and indemnities
GST-free going concern classification on business sales
Selling or buying a leasing enterprise; residential or commercial or both
Share vs asset deals - GST consequences
Corporate restructuring, group restructures and reorganisations
To GST Group or Not to GST Group
Due diligence and GST risk identification (and for who)
Vendor structuring and deal documentation review
Capital raisings - GST RITC credit entitlements
Breaching the FAT (financial acquisitions threshold)
NDIS – classification, registration and supply issues
Specialist Disability Accommodation- the ‘truth’
Health services, and Allied Health Serivices- GST-free classification
GST-free health products, aids and appliances
Chinese medicine and services
Education – Taxable vs input taxed vs GST-free supplies
Charities, NFPs and ACNC-registered entities
Government entities and grants
Government Land and Joint Developments
Food and beverage classification
Endorsed Charities- what is GST-free
Crypto and currency dealings
Board-level GST risk frameworks and reporting
Second opinions for advisers and their clients
Tax opinion letters for boards and lenders
Adviser collaboration alongside existing counsel
Expert witness and technical support for litigation
GST training and briefings for Boards and CFOs
What are and are not financial supplies
Incidental financial supplies
GST-free ‘export’ financial supplies
Deeming rules- acquisitions deemed to be supplies
Financial Supply Providers vs Financial Supply Facilitators
Capital raisings - GST RITC credit entitlements
Apportionment
Reverse charging GST on overseas services inbound
Surcharges and merchant fee
Loyalty program arrangements
Damage and awards and settlements
Buying/Selling Crypto or using it for sales and purchases
Vouchers, Gift Cards, Lay-bys
When to approach the ATO and when better not do
Voluntary disclosures
Government fees, levies, taxes and charges; when taxable
Local government charges and when added to property outgoings
Settlement Discounts for early payment
Fees, charges, ‘interest’, penalties for late payment
When are hospital like services treated the same as hospital services
The definition of Australia is different for GST purposes
Commissioner has many ‘discretions’ -when can they help you
How to deal with very complex, multi party, transactions
Offsets and journal entries
